Mcm Advisers, LP is a large advisory firm based in Orinda. It manages $173.19 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Mcm Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mcm Advisers, LP is $173.19 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mcm Advisers, LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals, pooled investment vehicles, and business development companies. The largest group of clients of Mcm Advisers is business development companies with 1 clients and $101.45 million of assets under management. Among the 8 most similar advisory firms, Mcm Advisers has the highest percentage of business development companies out of all clients.
The amount of regulatory assets under management is $173.19 million for 34 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mcm Advisers also advises several private funds. Namely, thirty one real estate funds and one private equity fund. The minimum investment commitment required of non-related persons ranges from $1,000 to $100,000.
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Mcm Advisers, LP performs its advisory services is located at 89 Davis Road, Orinda, CA 94563, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-631-9100 or by fax 925-631-9119. The normal business hours are 7:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at mackenziecapital.com (affliate of mcm advisers, lp).